Assign a Checklist to an Employee

Modified on Wed, 3 May, 2023 at 2:18 PM

Checklists are added to employees utilizing:

Auto-add at new hire time.
Manual adds.
Workflow steps.

Auto Add to New and Current Employees

If needed, select the filter icon to include the certain type of employees.

To have a checklist automatically assigned to new and current employees, configure the Settings widget within the checklist itself. Any employee meeting the criteria receives the checklist.

Manual Add

To assign a checklist to an employee any other time, access Checklists under HR on the Team Tab. Follow the steps below to add a checklist to an employee.

Step 1

Navigate to Menu > Team > HR> Checklists > Checklists.

Step 2

Select Assign New.

Step 3:

Select an employee. Who is the checklist in reference to? Remember who completes the checklist item is configured in the item itself.

Step 4:

Select Apply.

Step 5

Select the appropriate checklist.

Step 6

Select Save.

After assignment, managers have visibility of assigned checklists for their employees. This is viewed on the Checklist screen by accessing Menu > Team > HR > Checklists > Checklists.

Selecting the edit icon next to an employee allows managers to also view the checklist items assigned to the chosen employee.

Workflow Step

Checklist Step in a Workflow. The designated checklist is set in the Step Properties.

Checklists are also added to employees through the use of workflows. While this is not covered in this course, it is helpful to remember this is a step that may be created in the workflow process.